See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,172 | $183,592+10.1% | $155,567+30.0% | $145,959+38.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.46% | 61.24%-45.8pp | 64.74%-49.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $4,724 | $5,315-11.1% | $4,674+1.1% | $4,661+1.4% |
| Participant deferral / active EE | $11,009 | $6,464+70.3% | $5,628+95.6% | $6,689+64.6% |
| Admin fee / account holder | $11 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |